Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
13 Top-of-Mind Trends for Investment Managers
By Michael S. FischerThese are the forces that will shape the industry over the next three years, according to the CFA Institute.
September 14, 2017
Giving by Chinese and Chinese-Americans SurgesEducation is the primary cause supported by donors in the U.S. and China, according to the Global Chinese Philanthropy Initiative.
September 11, 2017
Third of UBS Assets Are in Sustainable or Impact InvestmentsIts quite clear this is no longer a niche anymore, said Group CEO Sergio Ermotti.
September 11, 2017
These ETFs Give Profits to CharityTheir creators say the charitable contributions come from their own revenues, not from investors earnings.
August 28, 2017
CFPs Believe They Have a ‘Competitive Edge’: SurveyThe survey finds that 88% agree that a "fiduciary standard is appropriate for all financial service providers."
August 25, 2017
GOP Plan to Kill Estate Tax Sets Up Charitable Giving ConflictOne of the victims of a reduction in the incentive to give could be the life insurance industry.
August 22, 2017
Will CFP Board Make History?The standards move financial planners towards professionalism on a number of fronts, but more steps need to be taken in three areas.
August 17, 2017
CFP Board’s Proposed Fiduciary Standard: Too Weak, Too Strong or Just Right?Two CFPs and Knut Rostad discuss the proposed revisions to CFP Board's Standards of Conduct.